Kiely Wealth Advisory Group, Inc. is an independent wealth management firm registered with the Securities and Exchange Commission. Eighteen years ago, Dr. Joe Kiely set out to create a different kind of investment advisory firm that did away with commission-based selling and the inherent incentives to place clients in proprietary or inferior products.
Instead, he focused on the needs of clients. To that end, he created a fee-only advisory practice that eliminates the conflict of interest inherent in the commission-based advisor model. In addition, he placed a strong emphasis on client education and empowering investors to make better decisions. Today that model is alive and flourishing.
Instead, he focused on the needs of clients. To that end, he created a fee-only advisory practice that eliminates the conflict of interest inherent in the commission-based advisor model. In addition, he placed a strong emphasis on client education and empowering investors to make better decisions. Today that model is alive and flourishing.
Services
We believe our team provides a unique blend and balance of business experience, academic experience and corporate education. Very few educators have the ability to "bridge" complex theoretical concepts into user-friendly tools that any individual can use. Experience can be a valuable teacher. We believe you'll see why our broad experiences have helped shape our educational model.
Kiely Wealth Advisory Group is a fee-only registered investment advisory firm that specializes in providing a comprehensive package of financial services to meet personal and/or corporate needs. Our primary goal is to educate individuals and organizations about today's financial markets and to help them plan for a secure financial future.
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